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Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FA
601
FDx Advisors
Illinois
$572K -$363K -1,258 -39%
MIA
602
Milestone Investment Advisors
Wisconsin
$571K -$1.44K -5 -0.3%
PWM
603
Paulson Wealth Management
Illinois
$569K -$278K -963 -33%
CRC
604
Curi RMB Capital
Illinois
$556K +$36.1K +125 +7%
MAS
605
Meeder Advisory Services
Ohio
$553K +$5.19K +18 +1%
TWM
606
Triton Wealth Management
Arizona
$548K -$1.73K -6 -0.3%
FMI
607
F/M Investments
District of Columbia
$547K – – –
MWA
608
Meridian Wealth Advisors
Texas
$545K – – –
HIP
609
HUB Investment Partners
Texas
$543K -$19.3K -67 -4%
WP
610
Wealthspan Partners
Iowa
$543K – – –
IC
611
Iconiq Capital
California
$541K – – –
MWA
612
Medallion Wealth Advisors
Connecticut
$540K -$31.2K -108 -6%
SWM
613
SeaCrest Wealth Management
New York
$539K -$64.9K -225 -11%
IAMOG
614
Investors Asset Management of Georgia
Georgia
$536K +$16.7K +58 +3%
FFL
615
Financial Freedom LLC
Ohio
$534K – – –
SFG
616
Sovereign Financial Group
Connecticut
$532K -$12.7K -44 -2%
ACS
617
Archford Capital Strategies
Illinois
$530K – – –
LNB
618
Ledyard National Bank
$530K -$15.9K -55 -3%
PCM
619
Passive Capital Management
Maryland
$526K – – –
FLPIM
620
F.L. Putnam Investment Management
Massachusetts
$525K -$99.2K -344 -16%
MA
621
MCF Advisors
Kentucky
$524K – – –
CWMK
622
Caliber Wealth Management (Kansas)
Kansas
$523K -$32.9K -114 -6%
EG
623
Ellerson Group
Maryland
$520K +$511K +1,770 New
VPP
624
Vertex Planning Partners
Illinois
$519K – – –
ONSWM
625
Old North State Wealth Management
North Carolina
$518K -$29.7K -103 -6%